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Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope.

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Level

Senior L5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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